People asking for a quote want a fast reply — or they ask elsewhere.
Agentria’s AI chatbot understands the type of insurance the visitor is looking for, collects the initial info and hands the lead ready for the broker to quote.
No credit card · 1-minute setup
The problems that cost you leads every day
A quote is a short-term decision
People researching insurance usually request quotes from several places at once. Whoever answers fast gets ahead.
The broker spends time collecting basic data
Before quoting, you need the type of asset, the insured’s profile and intended use — info that could be collected before the first human contact.
Comparison-site leads arrive without context
Paid traffic for insurance is expensive. Without qualification, much of the spend is lost on contacts that don’t move forward.
How Agentria solves it for insurance brokers
Set it up in minutes, install it with 1 line of code and let the agent work.
Instant support, 24 hours
The agent replies as soon as the visitor arrives, increasing the chance of being the first to quote.
Collects the quote profile
The chatbot asks the type of insurance (auto, home, life, business) and the basic info needed for the quote.
Hands over a quote-ready lead
The broker receives the contact already with the context of the need, saving the time of the first call.
Integrates with your quoting system
Via webhook, the collected data goes straight to the CRM or quoting system the brokerage already uses.
In practice — how it works day to day
Scenario
Visitor looks for an auto insurance quote on the weekend
Result
The agent collects the vehicle model, year and intended use, plus the contact. The broker calls on Monday with the quote ready.
Scenario
Company looking for business insurance for the first time
Result
The chatbot understands the size and type of operation, clears general questions and books a conversation with a specialist broker.
Frequently asked questions
Can the chatbot issue a policy?
No. The agent qualifies interest and collects the quote info — closing the policy stays with the responsible broker.
Does it work for multiple insurance types?
Yes. Set the prompt with the lines the brokerage handles (auto, home, life, business) so the screening routes correctly.
Is the collected data secure?
Data travels securely and goes straight to your system via webhook, following the same data-protection practices as the rest of the operation.
Start capturing more leads today for your insurance brokers
Create your free account, set up the agent in minutes and install it on your site today.
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